Purchases and Sales Made in Q4 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q4 2023. The information is specifically focused on institutions that hold shares of ALTRIA GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.21K- 8.31% |
$126K - $139K
|
35.4K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.23K- 2.73% |
$127K - $140K
|
115K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.24K- 8.05% |
$127K - $140K
|
37K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 18.68% |
$127K - $140K
|
14.1K
$756K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.26K- 3.32% |
$128K - $141K
|
95K
$5.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.29K- 12.93% |
$129K - $142K
|
22.1K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-3.31K- 15.31% |
$130K - $143K
|
18.3K
$981K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-3.31K- 5.65% |
$130K - $143K
|
55.3K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.35K- 33.7% |
$131K - $145K
|
6.58K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.35K- 9.25% |
$131K - $145K
|
32.9K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-3.35K- 15.04% |
$131K - $145K
|
18.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.39K- 18.61% |
$133K - $146K
|
14.8K
$795K
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.46K- 3.55% |
$136K - $149K
|
94.1K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.48K- 23.89% |
$136K - $150K
|
11.1K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.48K- 1.32% |
$137K - $150K
|
260K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.54K- 18.11% |
$139K - $153K
|
16K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.56K- 18.99% |
$140K - $154K
|
15.2K
$813K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.57K- 27.23% |
$140K - $154K
|
9.54K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.6K- 6.62% |
$141K - $155K
|
50.7K
$2.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-3.6K- 19.24% |
$141K - $156K
|
15.1K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-3.62K- 21.1% |
$142K - $156K
|
13.5K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.65K- 0.72% |
$143K - $157K
|
502K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.65K- 17.43% |
$143K - $158K
|
17.3K
$927K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-3.73K- 30.88% |
$146K - $161K
|
8.34K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.74K- 21.19% |
$147K - $161K
|
13.9K
$745K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.74K- 11.26% |
$147K - $162K
|
29.5K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.76K- 98.95% |
$147K - $162K
|
40
$2.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.8K- 39.97% |
$149K - $164K
|
5.71K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.85K- 20.53% |
$151K - $166K
|
14.9K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3.9K- 13.69% |
$153K - $169K
|
24.6K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.94K- 5.36% |
$155K - $170K
|
69.5K
$3.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.05K- 2.8% |
$159K - $175K
|
141K
$7.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.07K- 3.3% |
$160K - $176K
|
119K
$6.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4.13K- 10.28% |
$162K - $179K
|
36.1K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-4.14K- 6.29% |
$163K - $179K
|
61.7K
$3.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.17K- 15.41% |
$164K - $180K
|
22.9K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-4.19K- 3.71% |
$165K - $181K
|
109K
$5.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.19K- 3.12% |
$165K - $181K
|
130K
$6.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.21K- 42.32% |
$165K - $182K
|
5.74K
$308K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.34K- 15.92% |
$171K - $188K
|
22.9K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.36K- 10.05% |
$171K - $188K
|
39K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.46K- 39.78% |
$175K - $193K
|
6.75K
$362K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.46K- 39.78% |
$175K - $193K
|
6.75K
$362K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.5K- 4.22% |
$177K - $194K
|
102K
$5.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.55K- 1.85% |
$179K - $196K
|
242K
$13M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.65K- 41.33% |
$183K - $201K
|
6.6K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-4.7K- 90.38% |
$185K - $203K
|
500
$26.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-4.77K- 2.65% |
$187K - $206K
|
175K
$9.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.89K- 1.32% |
$192K - $211K
|
366K
$19.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.89K- 39.48% |
$192K - $211K
|
7.49K
$402K
|